Audit Manager

Fully Onsite Audit Manager (Hybrid Remote After 6 Months) - Must Be Local to Lafayette, LA

Company Overview: Our client is a leading CPA and wealth management firm with a strong presence and a commitment to excellence. With 18 shareholders, an additional 18 partners, and a dedicated team of 150 employees, they have cultivated a collaborative environment focused on delivering high-quality services while minimizing burnout. The firm generates annual revenues of $24 million from CPA services and $12 million from wealth management. As the firm transitions with three shareholders retiring, they seek to strengthen their leadership structure and support their operational growth.

Job Summary: The Audit Manager will be a seasoned, self-driven professional responsible for planning, executing, and overseeing audit and advisory engagements. This role involves reviewing and evaluating client operations, ensuring compliance with regulatory standards, and enhancing the effectiveness of internal controls. As a potential Partner-in-Training, the Audit Manager will be key in project management, team leadership, business development, and internal initiatives.

Key Responsibilities:

Client Engagement:

• Act as the primary liaison among shareholders, clients, and professional staff
• Build and maintain robust client relationships, understanding their needs and providing tailored solutions
• Advise clients on internal control optimization and risk mitigation
• Lead client onboarding and refine the audit approach for complex challenges
• Review and manage client correspondence

Audit Expertise:

• Oversee all phases of audit engagements, from planning to execution and reporting
• Conduct advisory engagements, including risk assessments and internal control evaluations
• Ensure compliance with professional and departmental standards throughout audit procedures
• Provide internal control services and manage walkthroughs and test plans while documenting and resolving issues
• Develop and present remediation plans to clients to address control deficiencies

Leadership & Development:

• Mentor and supervise junior staff, offering constructive feedback and support
• Conduct annual performance reviews to foster staff development and growth
• Stay updated on audit methodologies and industry trends, sharing insights with the team
• Identify and implement innovative solutions to improve team performance and client service
• Commit to professional growth through continuous education and training

Operational Excellence:

• Manage multiple audit projects effectively while meeting deadlines and maintaining quality standards
• Explore and implement new technologies and automation tools to improve processes and insights
• Identify process improvement opportunities and lead their execution

Qualifications:

• CPA certification required
• Bachelor’s degree in Accounting or a related field
• 6 years of experience in audit and internal control assessment
• Proven experience in leadership roles, managing and mentoring audit teams
• Strong technical knowledge of financial accounting and internal control design
• Exceptional written and verbal communication skills, with a strong client-focused approach
• Proficiency in audit software; experience with AdvanceFlow is an advantage

Desired Characteristics:

• Integrity, energy, and enthusiasm; inspiring trust and confidence
• Collaborative team leader with excellent organizational and time-management skills
• Ability to thrive in a fast-paced environment, adept at managing competing priorities
• Forward-thinking mindset with a commitment to innovation and process improvement

Work Environment:

• This position requires onsite presence 5 days a week for the first 6 months. After that, the option for 1-2 days of remote work will be available
• Tax deadlines are the peak seasons for the firm